Senior Financial Analyst
Apply NowCompany: Identiv, Inc.
Location: Santa Ana, CA 92704
Description:
Company Description
Technology With a Mission
Identiv is at the forefront of IoT innovation, transforming everyday objects into smart, connected devices. Embedded in over 1.5 billion global IoT applications, our advanced IoT solutions seamlessly connect physical objects to digital identities, enhancing global connectivity and driving innovation. Complemented by our powerful bitse.io connecting cloud, we deliver complete, customized experiences that cater to our customers' unique needs. At Identiv IoT, we swiftly respond to client requirements, constantly push the boundaries of IoT technology, and ensure the highest quality in our products.
At Identiv, every individual and every action holds significance. We firmly believe that the key to our success lies in having the best individuals occupying exciting, aligned, relevant, and empowered roles with clear missions, goals, and measurable outcomes. Join us and be a part of shaping the future of IoT technology.
Identiv Values
Innovation: We lead the way in IoT technology, creating smart, connected solutions that transform everyday objects into intelligent devices.
Connectivity: We bridge the gap between the physical and digital worlds, making connectivity simple and reliable.
Security: We prioritize security in every solution, ensuring data integrity and protection against cyber threats.
Sustainability: We are committed to creating eco-friendly solutions that enhance business operations while reducing environmental impact.
What Sets Us Apart
Holistic IoT Solutions: Our full-circle, in-house IoT solutions include our powerful IoT connecting cloud, BLE, HF, UHF, dual-frequency, and SAMs, making us a one-stop shop for all IoT needs.
Engineering Excellence: We provide engineering excellence from equipment to expertise, ensuring every customer journey is powered with passion and precision.
State-of-the-Art Technology: Our team is dedicated to innovation, ensuring access to the latest in state-of-the-art technology and rapidly evolving to meet your needs.
Social Responsibility: Our mission is to enhance business, personal, and planetary well-being, from patient safety to food safety, enabling a sustainable, smart future.
Job Summary
We are seeking a highly skilled Senior Financial Analyst to join our team. The ideal candidate will have extensive experience with NetSuite, or a similar ERP system, and a solid understanding of maintaining budgets versus actuals. This role involves participating in daily, monthly, and quarterly financial analysis to assist senior management in managing the company. Key responsibilities include reviewing and reporting operating expenses, calculating sales mix and volume variances, billing and backlog analysis, updating financial models, preparing executive slides, and contributing to the development of the annual plan and quarterly forecasts.
Responsibilities
Maintain and update results in the NetSuite Planning and Budgeting (NSPB) system.
Ensure reconciliation between NetSuite G/L and NetSuite Planning.
Update forecasts including headcount/salary planning, capital expenditures, and general ledger accounts.
Monthly: Align HR census with budgeted departments monthly, prepare consolidated financial packages, bridge significant variances, distribute opex department variance reports, and coordinate review meetings with functional senior managers.
Quarterly: Refresh financial forecast for current fiscal year, review sales commissions, and prepare executive and board package slides.
Annual: Participate in annual budget and new scorecard metrics
Requirements
Minimum of 3 years of experience as a financial analyst. Corporate FP&A experience is preferred.
B.S. or B.A. in accounting or finance. MBA or CPA is a plus.
Advanced Excel skills are required.
Experience with NetSuite (or similar ERP system) and performing transaction-level research.
Ability to work both independently on projects and in cross-functional teams, with a proactive approach to contacting other departments/subject matter experts when additional data is needed.
On-site position based in Santa Ana, CA.
Benefits
Pay & Compensation
At Identiv, we believe in rewarding our team members fairly and transparently. Your base salary is a critical component of our comprehensive compensation package, designed to reflect your skills, experience, and performance. We provide a structured salary range that allows for growth and advancement as you progress in your role. Our compensation philosophy ensures that your contributions are recognized and rewarded, promoting both your professional development and personal well-being.
Base Salary Range: $100,000-$130,000
Total compensation package includes:
Competitive Base Pay
Fidelity 401(k) + Company Match
11 Company Paid Holidays
6 Days of Sick Pay
Generous Paid Time Off
Medical, Dental, & Vision Insurance
FSA/HSA
Fun Employee and Family Events
Employee Wellness Program
Supplemental Life Insurance, AD&D Insurance, and Dependent Care plans
A range of discounted products and free services
Identiv encourages candidates who believe they might be overqualified or outside the expected range to apply, as some positions allow room for up-leveling for an extraordinary candidate. We prioritize hiring the most qualified individuals, and in keeping with our commitment to both our employees and customers, employment offers are subject to the outcome of a confidential pre-employment background check.
Equal Opportunity Employer
Identiv is an equal opportunity employer and is committed to providing equal employment opportunities to all qualified individuals regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, genetic information, marital status, veteran status, or any other characteristic protected by applicable law. We value diversity and inclusivity and believe that a diverse workforce enriches our company culture and enhances our ability to serve our customers and clients effectively. Our hiring decisions are based solely on qualifications, skills, and experience relevant to the positions available. We strive to create a work environment that promotes fairness, respect, and equal opportunities for all employees. Identiv does not tolerate any form of discrimination or harassment and is committed to maintaining a workplace free from such behavior. If you require any reasonable accommodation, please inform our HR department, and we will make every effort to accommodate your needs. As an equal opportunity employer, we are dedicated to the principles of affirmative action and take proactive measures to ensure equal opportunity in employment. We are proud of our diverse workforce and remain committed to fostering an inclusive environment that celebrates the unique perspectives and talents of everyone.
Technology With a Mission
Identiv is at the forefront of IoT innovation, transforming everyday objects into smart, connected devices. Embedded in over 1.5 billion global IoT applications, our advanced IoT solutions seamlessly connect physical objects to digital identities, enhancing global connectivity and driving innovation. Complemented by our powerful bitse.io connecting cloud, we deliver complete, customized experiences that cater to our customers' unique needs. At Identiv IoT, we swiftly respond to client requirements, constantly push the boundaries of IoT technology, and ensure the highest quality in our products.
At Identiv, every individual and every action holds significance. We firmly believe that the key to our success lies in having the best individuals occupying exciting, aligned, relevant, and empowered roles with clear missions, goals, and measurable outcomes. Join us and be a part of shaping the future of IoT technology.
Identiv Values
Innovation: We lead the way in IoT technology, creating smart, connected solutions that transform everyday objects into intelligent devices.
Connectivity: We bridge the gap between the physical and digital worlds, making connectivity simple and reliable.
Security: We prioritize security in every solution, ensuring data integrity and protection against cyber threats.
Sustainability: We are committed to creating eco-friendly solutions that enhance business operations while reducing environmental impact.
What Sets Us Apart
Holistic IoT Solutions: Our full-circle, in-house IoT solutions include our powerful IoT connecting cloud, BLE, HF, UHF, dual-frequency, and SAMs, making us a one-stop shop for all IoT needs.
Engineering Excellence: We provide engineering excellence from equipment to expertise, ensuring every customer journey is powered with passion and precision.
State-of-the-Art Technology: Our team is dedicated to innovation, ensuring access to the latest in state-of-the-art technology and rapidly evolving to meet your needs.
Social Responsibility: Our mission is to enhance business, personal, and planetary well-being, from patient safety to food safety, enabling a sustainable, smart future.
Job Summary
We are seeking a highly skilled Senior Financial Analyst to join our team. The ideal candidate will have extensive experience with NetSuite, or a similar ERP system, and a solid understanding of maintaining budgets versus actuals. This role involves participating in daily, monthly, and quarterly financial analysis to assist senior management in managing the company. Key responsibilities include reviewing and reporting operating expenses, calculating sales mix and volume variances, billing and backlog analysis, updating financial models, preparing executive slides, and contributing to the development of the annual plan and quarterly forecasts.
Responsibilities
Maintain and update results in the NetSuite Planning and Budgeting (NSPB) system.
Ensure reconciliation between NetSuite G/L and NetSuite Planning.
Update forecasts including headcount/salary planning, capital expenditures, and general ledger accounts.
Monthly: Align HR census with budgeted departments monthly, prepare consolidated financial packages, bridge significant variances, distribute opex department variance reports, and coordinate review meetings with functional senior managers.
Quarterly: Refresh financial forecast for current fiscal year, review sales commissions, and prepare executive and board package slides.
Annual: Participate in annual budget and new scorecard metrics
Requirements
Minimum of 3 years of experience as a financial analyst. Corporate FP&A experience is preferred.
B.S. or B.A. in accounting or finance. MBA or CPA is a plus.
Advanced Excel skills are required.
Experience with NetSuite (or similar ERP system) and performing transaction-level research.
Ability to work both independently on projects and in cross-functional teams, with a proactive approach to contacting other departments/subject matter experts when additional data is needed.
On-site position based in Santa Ana, CA.
Benefits
Pay & Compensation
At Identiv, we believe in rewarding our team members fairly and transparently. Your base salary is a critical component of our comprehensive compensation package, designed to reflect your skills, experience, and performance. We provide a structured salary range that allows for growth and advancement as you progress in your role. Our compensation philosophy ensures that your contributions are recognized and rewarded, promoting both your professional development and personal well-being.
Base Salary Range: $100,000-$130,000
Total compensation package includes:
Competitive Base Pay
Fidelity 401(k) + Company Match
11 Company Paid Holidays
6 Days of Sick Pay
Generous Paid Time Off
Medical, Dental, & Vision Insurance
FSA/HSA
Fun Employee and Family Events
Employee Wellness Program
Supplemental Life Insurance, AD&D Insurance, and Dependent Care plans
A range of discounted products and free services
Identiv encourages candidates who believe they might be overqualified or outside the expected range to apply, as some positions allow room for up-leveling for an extraordinary candidate. We prioritize hiring the most qualified individuals, and in keeping with our commitment to both our employees and customers, employment offers are subject to the outcome of a confidential pre-employment background check.
Equal Opportunity Employer
Identiv is an equal opportunity employer and is committed to providing equal employment opportunities to all qualified individuals regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, genetic information, marital status, veteran status, or any other characteristic protected by applicable law. We value diversity and inclusivity and believe that a diverse workforce enriches our company culture and enhances our ability to serve our customers and clients effectively. Our hiring decisions are based solely on qualifications, skills, and experience relevant to the positions available. We strive to create a work environment that promotes fairness, respect, and equal opportunities for all employees. Identiv does not tolerate any form of discrimination or harassment and is committed to maintaining a workplace free from such behavior. If you require any reasonable accommodation, please inform our HR department, and we will make every effort to accommodate your needs. As an equal opportunity employer, we are dedicated to the principles of affirmative action and take proactive measures to ensure equal opportunity in employment. We are proud of our diverse workforce and remain committed to fostering an inclusive environment that celebrates the unique perspectives and talents of everyone.